What this feature does and when to use it?
Customizing fields on the profile page lets you reorder, replace, and add the fields shown in the Information Overview section for all record types, including candidates, companies, contacts, and jobs. This helps you display the most relevant information and customize the view based on your needs and workflows.
Use this feature when you want to make record pages easier to scan and more relevant for your team to:
• Highlight key details like company, job title, or location for faster decision-making.
• Standardize layouts across your team for consistency.
• Show role-specific data such as skills or certifications.
• Remove unnecessary fields to reduce clutter.
Before you begin:
• Ensure you have access to the relevant record type (candidates, companies, contacts, or jobs)
• The steps below use the candidate profile as an example, but apply to all record types
• Decide which fields you want to display, reorder, or hide before making changes.
Step-by-step instructions to replace a field
1. From the candidate list page, open the specific candidate.
2.To replace any existing field on the profile:
Hover your mouse over the area next to the field name in the Information Overview section. When the pencil icon appears next to the field name, click it.
3. In the configuration box, click the Replace field option at the bottom of the box.
• From the list, select the new field you want to use in place of the current one.
• After selecting the desired field, click Replace.
The selected field will immediately replace the existing one in the profile view
Step-by-step instructions to Add/Remove or Reorder fields
1. On the candidate profile page, click Customize Information Overview in the Information Overview section. You can access it by clicking the icon in the top right corner of the section.
2. Within the Customize Information Overview panel:
To increase the number of fields visible, adjust the number of visible fields using the control provided.
To add a new field, select any additional field you want to display from the available list.
To reorder fields, drag and drop the fields into your desired order.
To remove a field, simply deselect it by unchecking its checkbox.
After arranging the position of all fields and selecting any new fields that need to be added, click Save to apply your changes.
Once saved, you will see a confirmation message indicating that your view was updated successfully.
The Information Overview layout updates to reflect your selected fields and order.
Troubleshooting
1. Problem
You cannot see a specific field when trying to replace, reorder, or add it.
Likely cause
The field’s visibility is turned off in Admin Settings for that record type.
What to check
• In Admin Settings, open the relevant record type (candidates, companies, contacts, or jobs).
• Confirm that the field exists and that its visibility toggle is turned on.
Resolution path
• Turn the field visibility on (or toggle it off and on again).
• Click Save in Admin Settings.
• Return to the profile page and open Customize Information Overview again to check if the field now appears.
2. Problem
You changed the number of visible fields, but the layout doesn’t look updated.
Likely cause
Changes were not saved after adjusting the number of visible fields or reordering.
What to check
• Confirm that you clicked Save in the Customize Information Overview panel.
• Check for the confirmation message that the view was updated successfully.
Resolution path
• Reopen Customize Information Overview, verify your selections and order, and click Save again.
• Refresh the profile page to confirm the updated layout.
3. Problem
After replacing a field, the information shown looks incorrect or incomplete.
Likely cause
The new field type differs from the old one, or the data was not updated after the replacement.
What to check
• Review the new field’s content on the profile page.
• Confirm whether the new field expects different data (for example, text vs. date).
Resolution path
• Edit the field on the profile page.
• Add, correct, or confirm the information.
• Click Save to ensure the new field stores the correct data.
FAQs
1. Does customizing the candidate profile fields affect other users?
1. Does customizing the candidate profile fields affect other users?
No, customizing the fields and their order on the details page cannot affect how other users see that record type. However, the account can set a default view for all users.
2. Can I use these steps for companies, contacts, and jobs as well?
2. Can I use these steps for companies, contacts, and jobs as well?
Yes. The same steps for replacing, reordering, and adding fields apply to all record types, including candidates, companies, contacts, and jobs.
3. What happens to existing data when I replace a field?
3. What happens to existing data when I replace a field?
When you replace a field, the new field type is applied. You should review, edit, or add information in the new field and click Save to confirm the data.
4. Can I undo changes to the field order or visibility?
4. Can I undo changes to the field order or visibility?
You can reopen Customize Information Overview at any time to change the visible fields and their order again. You can click on the Reset to Default button at the bottom to undo all your changes.
Conclusion:
Customizing profile fields helps you focus on the most relevant information and create a cleaner, more efficient workflow.